Drops control when and how your products can be ordered. You create a drop with just a name, then set it up in Drop Control. When a drop is no longer needed, you archive it.
Creating a drop
- Go to Sales → Drops in the left menu.
- Click Add new drop.
- Enter a Drop name.
- Click Create drop.
Drop Control opens for the new drop. The drop is placed last in the sort order. It is active for your own team and for agents, but not yet for customers.
Setting up the drop
Set up the drop in the sidebar of Drop Control. When you're done, click Save now in the panel at the bottom of the page.
Basic
| Field | Description |
|---|---|
| Name / Sort order | The drop's name and its position in drop lists. |
| Active for brand | Your own team can use the drop when creating orders. |
| Active for agents | Agents can use the drop. |
| Active for customers | Customers can use the drop. Off by default, so customers don't see a new drop until you turn this on. |
| Open for ordering from / Open for ordering to | The ordering period. |
| Deactivate automatically | Deactivates the drop when the ordering period ends. |
| Delivery date from / Delivery date to | When delivery is expected. |
| Display delivery date as | Show delivery as Dates, Weeks or Months. |
| Delivery dates confirmed | Marks the delivery dates as confirmed. |
| Use deliveries | Splits the drop into several deliveries, managed in the Deliveries card. |
Inventory availability
Choose how much of each product can be sold on the drop:
- Stock + Sell ahead PO: stock on hand plus incoming sell-ahead pieces from production orders. For ongoing sales.
- Only sell ahead PO: only incoming sell-ahead pieces. For when warehouse stock should not be offered.
- Unlimited until PO, then only sell ahead PO: unlimited until a production order is placed, then capped at what it sells ahead. For pre-orders.
- Unlimited until PO, then stock + sell ahead PO: like the above, but leftover stock stays available. For pre-orders with some stock.
- Unlimited: any quantity. For made-to-order products.
You can override the mode for individual products, colors or SKUs. See Inventory availability in Drop Control — the modes and overriding them per product
Inventory allocation and buying rules
- In Inventory allocation, turn on Enable allocation to allocate pieces to orders on the drop, and choose an Allocation mode.
- In Buying rules, set extra rules such as a minimum order amount, assortments only, or which customer groups can buy
Archiving a drop
- Go to Sales → Drops and open the drop.
- In the Basic card, tick Archived.
- Click Save now.
The drop moves to the Archived tab of the drops list and is no longer visible.